Trades and Themes for 2011
*OverWeight (OW): Energy, Industrials, Materials, Telecom, Utilities
*Underweight (UW): Consumer Discretionary, Consumer Staples, Financials, Healthcare, Technology

Catalysts
*Global risk appetite: China, Europe, & US growth
*Growth indicators & corporate fundamentals
*Inflation
*Sentiment Continue reading Morgan Stanley Focus List: Indian Stock Picks for 2011 →